First Manhattan

First Manhattan Portfolio holdings

AUM $37.9B
1-Year Est. Return 20.62%
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.4B
AUM Growth
-$4.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$48.6M
3
+$46.7M
4
UNH icon
UnitedHealth
UNH
+$42.4M
5
KEYS icon
Keysight
KEYS
+$32M

Top Sells

1
+$103M
2
+$97.7M
3
+$73.6M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$60.9M
5
GDDY icon
GoDaddy
GDDY
+$54.4M

Sector Composition

1 Financials 41.97%
2 Technology 15.69%
3 Healthcare 11.26%
4 Communication Services 6.44%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$59K ﹤0.01%
326
802
$58K ﹤0.01%
2,064
803
$58K ﹤0.01%
185
+65
804
$57K ﹤0.01%
225
805
$57K ﹤0.01%
+16,450
806
$57K ﹤0.01%
+7,500
807
$56K ﹤0.01%
1,700
808
$56K ﹤0.01%
3,500
809
$56K ﹤0.01%
+2,291
810
$56K ﹤0.01%
10,071
-7,442
811
$56K ﹤0.01%
17,259
+1,131
812
$55K ﹤0.01%
400
813
$54K ﹤0.01%
+17,725
814
$54K ﹤0.01%
8,162
815
$53K ﹤0.01%
836
+340
816
$53K ﹤0.01%
+360
817
$53K ﹤0.01%
4,000
818
$53K ﹤0.01%
18,000
819
$53K ﹤0.01%
18,225
820
$53K ﹤0.01%
3,390
+140
821
$53K ﹤0.01%
2,007
822
$53K ﹤0.01%
911
+355
823
$52K ﹤0.01%
950
-362
824
$52K ﹤0.01%
2,100
825
$52K ﹤0.01%
7,166
-267
31 32
33
34 35